Tag: Annuities

New PGIM research also signals a potentially larger market for the guaranteed income product.

The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.

MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.

Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.

Lion Street delivers 401(k) management platform with Pontera; Annexus Retirement Solutions partners with iJoin; Capitalize powers rollovers for Robinhood Retirement...

Pacific Life and Templeton partner on lifetime income solutions; Transamerica, Cetera Financial Group debut group retirement plan solution; and UBS...

T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named...

The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.

A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and...

The retirement insurance industry group is calling for legislation that would do away with a liquidity feature that limits certain...

Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.

AllianzIM launches 2 buffered ETFs that hedge S&P 500 exposure; Capital Group releases 12 active-passive model portfolios; eMoney Advisor releases...

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with...

While not the focus of the bill, annuities gained increased flexibility and availability.

The trade association found retail annuity sales were 17% higher than a prior 2008 record, driven in part by investors...

The personalized strategy to provide a monthly retirement paycheck was designed by behavioral economist Shlomo Benartzi; a pilot program is...

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Almost half of respondents agreed annuities can offer safety and stability, though other research shows in-plan defined contribution annuities are...

Employers have embraced 401(k) plan benefits changes for 2023, but are still shying away from annuities, according to Alight.